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MASECO Private Wealth’s Shopify SHOP Stock Holding History

MASECO Private Wealth’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1K Sell
141
-3
-2% -$342 ﹤0.01% 226
2026
Q1 		$17.1K Buy
144
+114
+380% +$15K ﹤0.01% 203
2025
Q4 		$4.83K Hold
30
– – ﹤0.01% 428
2025
Q3 		$4.46K Hold
30
– – ﹤0.01% 201
2025
Q2 		$3.46K Buy
+30
New +$3K ﹤0.01% 417

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

MASECO Private Wealth's SHOP Position: Q2 2026 in Review

MASECO Private Wealth reduced its Shopify (SHOP) stake by 2.1% in Q2 2026, selling an estimated $342 and leaving 141 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

MASECO Private Wealth first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.1K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • MASECO Private Wealth held 141 shares of Shopify worth $16.1K as of Q2 2026.
  • MASECO Private Wealth sold 3 Shopify shares in Q2 2026, an estimated $342.
  • Shopify made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #226 holding.
  • MASECO Private Wealth first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's Shopify position peaked at $17.1K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.